BEVERLY HILLS, CACRD 143478Latest ADV March 23, 2026
Checchi Capital Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beverly Hills, CA. Its latest Form ADV filing, dated March 23, 2026, reports $2.6B in regulatory assets under management, 29 employees, 1 office, and 1,169 accounts.
Assets Under Management
$2.6B
Employees
29
Offices
1 office
Total Clients
241
Primary office
BEVERLY HILLS, CA
9720 WILSHIRE BLVD, SUITE 400, BEVERLY HILLS, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.1% of total clients.
Top client categories% of clientsClients
1
HNWI
97.1%
234
2
Charitable
2.9%
7
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
INSURANCE DEDICATED FUND<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of March 23, 2026
Discretionary96.4%
$2.5B
96% of total RAUM96.4%
Non-discretionary3.6%
$93M
4% of total RAUM3.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.6B
Total Accounts1,169
10Y AUM Change+$2.0B (+375.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee8:1
10Y Employee Change+18 (+163.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.